Npsp - Study guides, Class notes & Summaries

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...

A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress? A. Create a custom object for year and a custom object for project to track. B. Create a Campaign hierarchy for project and year. C. Create reports with bucketi...

What does NPSP stand for? Nonprofit Success Pack Which objects trigger NPSP code that automates a task or validates data? Account Address Affiliation Contact Engagement Plan Task Opportunity Recurring Donation Relationship What do LYBUNT & SYBUNT mean? Last/Some Year But Unfortunately Not This Year Lapsed donors: donated previously, but haven't this year What does TDTM stand for? Table-Driven Trigger Management What is the essential purpose of TDTM? Managing w...

Features only available in the household account model answer:- 1. address management 2. Customizable rollups 3. NPSP data import utiity What sophisticated features does the household account model support? answer:- Contact management for multiple household members Address management for seasonal addresses 1 to 1 account model works how answer:- Works by creating an account object for each contact you create (1 contact, 1 account). How does the individual account mo...

NON-PROFIT CLOUD CONSULTANT - KNOWLEDGE CHECK EXAM...

Triggers come standard with NPSP, and TDTM is the framework for managing them. - In practice, TDTM has several uses. TDTM lets you: Disable specific pieces of code Build your own custom code that works in conjunction with NPSP Control the order in which the code executes Disable Specific Pieces of Code - You might need to disable code when you: Import large sets of data (many thousands of records at once) Integrate with external systems Troubleshoot code errors Create...

Batching - Setup and process donation import batches with specific configurations. This is useful for organizations that have donations coming in from multiple events, campaigns or integrations. Scheduling - Process batches in the scheduled tasks that NPSP does each night or configure a new time, date or frequency. This allows administrators to save time by not having to manually process records and instead automate processes even further. Custom Post Processing - After batch reco...

NPSP Beta Exam 2022 with complete solution

Features only available in the household account model answer:- 1. address management 2. Customizable rollups 3. NPSP data import utiity What sophisticated features does the household account model support? answer:- Contact management for multiple household members Address management for seasonal addresses 1 to 1 account model works how answer:- Works by creating an account object for each contact you create (1 contact, 1 account). How does the individual account mo...

You can disable a Trigger Handler to: - Temporarily disable certain Apex classes when inserting a large volume of records with data that is already structured in its final format. Disable Address-related Apex code when inserting or updating Contacts through a scheduled ETL job that always runs as a specific User. Temporarily prevent Payment or Opportunity Contact Role records from being created when Opportunities are inserted through a third-party package from the AppExchange. Whe...